Managing Sales in Rest Professional (Online Classroom)

Managing Sales in Rest Professional (Online Classroom)

In this two part session you'll learn how to easily manage your Sales in Rest Professional.

About this course

Topic covered include:

 

Session 1 

  • Understanding the sales trust set up
  • How to set up a sales file and replicate
  • Sales receipt options
  • Sales receipt reversals
  • Investment Account Transfers and ledger

Session 2

  • Calculating Settlement funds and Sub Accounts
  • Disbursing Funds and Settlement
  • Disbursement Reversals
  • Sales Advertising Funds Management
  • Reporting
  • EOM Wizard Sales process

For New Zealand customers, download this form: Rest Professional Online Classroom Order Form. Fill out the form and send it to training@rockend.com.

 

Who should attend?

Users with a basic understanding of Rest Professional navigation and sales procedures.

 

Please review course session times below. For other options contact the Learning and Education Team using the enquire button below.

 

Enquire Now

 

Managing Sales in Rest Professional - Session 1

Event Date Spaces left
Session 1 of a 2 part session Nov. 4, 2019, 2 p.m. -
Nov. 4, 2019, 3 p.m. AEDT
10

Managing Sales in Rest Professional - Session 2

Event Date Spaces left
Session 2 of a 2 part series Nov. 8, 2019, 2 p.m. -
Nov. 8, 2019, 3 p.m. AEDT
10

Curriculum

  • Managing Sales in Rest Professional - Session 1
  • Managing Sales in Rest Professional - Session 2
  • Workbook - Online Classroom Training - Managing Sales Sessions 1 and 2

About this course

Topic covered include:

 

Session 1 

  • Understanding the sales trust set up
  • How to set up a sales file and replicate
  • Sales receipt options
  • Sales receipt reversals
  • Investment Account Transfers and ledger

Session 2

  • Calculating Settlement funds and Sub Accounts
  • Disbursing Funds and Settlement
  • Disbursement Reversals
  • Sales Advertising Funds Management
  • Reporting
  • EOM Wizard Sales process

For New Zealand customers, download this form: Rest Professional Online Classroom Order Form. Fill out the form and send it to training@rockend.com.

 

Who should attend?

Users with a basic understanding of Rest Professional navigation and sales procedures.

 

Please review course session times below. For other options contact the Learning and Education Team using the enquire button below.

 

Enquire Now

 

Live events

Managing Sales in Rest Professional - Session 1

Event Date Spaces left
Session 1 of a 2 part session Nov. 4, 2019, 2 p.m. -
Nov. 4, 2019, 3 p.m. AEDT
10

Managing Sales in Rest Professional - Session 2

Event Date Spaces left
Session 2 of a 2 part series Nov. 8, 2019, 2 p.m. -
Nov. 8, 2019, 3 p.m. AEDT
10

Curriculum

  • Managing Sales in Rest Professional - Session 1
  • Managing Sales in Rest Professional - Session 2
  • Workbook - Online Classroom Training - Managing Sales Sessions 1 and 2